Refunds, cancellations, usage fees, and AI infrastructure service billing.

Plain-English summary.

This summary is provided for convenience. The full policy below controls.

1. What this Refund Policy covers.

This Refund Policy applies to products and services sold, managed, configured, deployed, or supported by FulcrumIQ, including:

• AI Workforce Systems™, AI Reception Systems™, AI voice agents, AI chat agents, and automation systems;
• CRM, pipeline, workflow, calendar, booking, form, funnel, smart website, and reporting infrastructure;
• white-label SaaS, managed CRM access, sub-account setup, snapshots, templates, and platform configuration;
• lead flow automation, database reactivation, reputation systems, review systems, local visibility, search support, and campaign infrastructure;
• A2P/10DLC support, phone number setup, SMS/MMS, voice, email, AI usage, compliance setup, and related communication services;
• consulting, onboarding, audits, implementation, strategy, training, content loading, data handling, custom configuration, and integrations.

2. Refunds are not automatic.

All refund requests are subject to review. FulcrumIQ may first attempt to resolve the issue through support, correction, reconfiguration, training, service credit, downgrade, paused service, cancellation of future billing, or another reasonable business remedy.

A refund request does not automatically stop billing, cancel the account, pause work, remove usage charges, waive third-party costs, or release unpaid balances.

FulcrumIQ may approve or deny refund requests at its reasonable discretion, subject to any written agreement between FulcrumIQ and the client and any non-waivable legal rights that apply.

3. Refund review and resolution period.

Refund requests are subject to a review and resolution period of up to 10 business days. During this period, FulcrumIQ may review:

• the purchase date, billing date, invoice, plan, and payment history;
• the status of onboarding, setup, implementation, configuration, and support work;
• usage of platform access, AI tools, SMS, MMS, voice, phone, email, workflows, forms, funnels, CRM, and integrations;
• third-party charges, carrier charges, payment processor fees, AI usage costs, app fees, taxes, and pass-through costs;
• whether the issue can be corrected through a reasonable support or service remedy.

4. Subscription fees and cancellations.

Monthly subscriptions

Monthly subscription fees are generally non-refundable once the billing period begins. Clients may cancel future billing, but cancellation does not automatically create a refund for the current month, unused days, unused features, unused contacts, unused credits, or failure to use the service.

Annual subscriptions

Annual subscriptions may be reviewed for limited refund eligibility only during the first 14 calendar days after the initial purchase. After 14 calendar days, annual subscriptions are generally non-refundable. The client may cancel renewal for the next subscription term.

Renewals

Renewal charges are generally non-refundable. Clients are responsible for cancelling or requesting non-renewal before the renewal date. Failure to cancel before renewal does not automatically qualify for a refund.

Cancellation notice

Monthly cancellation requests should be submitted at least 5 business days before the next billing date. Annual non-renewal requests should be submitted at least 30 calendar days before the renewal date.

5. Limited annual refund review schedule.

If an annual subscription is eligible for review and no major onboarding, implementation, platform activation, usage, custom work, third-party costs, or pass-through charges have occurred, FulcrumIQ may use the following schedule as a guideline. This schedule does not guarantee a refund.

Any approved refund may be reduced by completed work, setup fees, usage charges, pass-through fees, payment processor fees, taxes, third-party charges, discounts, promotional credits, chargeback fees, unpaid invoices, and amounts owed to FulcrumIQ.

6. Setup, onboarding, and implementation fees.

Setup fees, onboarding fees, consulting fees, implementation fees, AI agent configuration fees, CRM setup fees, automation build fees, website setup fees, funnel setup fees, workflow deployment fees, database import fees, content loading fees, training fees, and custom configuration fees are generally non-refundable once work has started.

Work is considered started when FulcrumIQ or its representatives begin planning, strategy, onboarding, account provisioning, communication, technical review, configuration, data handling, system mapping, workflow buildout, AI setup, domain support, campaign preparation, or related work.

7. Usage-based services and pass-through costs.

FulcrumIQ may use third-party platforms, carriers, AI tools, cloud tools, payment processors, software vendors, app marketplaces, communication networks, advertising platforms, and data providers. These systems may create usage-based or pass-through costs.

The following fees are generally non-refundable and may be charged directly to the client, deducted from usage credits, billed as overages, or passed through where applicable:

• phone numbers, call routing, call forwarding, call recording, phone system usage, and voice minutes;
• AI voice agent minutes, AI chat usage, AI model usage, tokens, credits, processing, and related AI infrastructure costs;
• SMS, MMS, WhatsApp, email, carrier, sender, and communication charges;
• A2P/10DLC brand registration, campaign registration, carrier review, compliance, and messaging fees;
• CRM apps, SaaS tools, marketplace apps, integrations, plugins, API calls, data enrichment, and connected services;
• domain support, DNS support, sender authentication, email verification, mailbox tools, and security-related setup;
• paid advertising spend, lead costs, list processing, media costs, campaign data, and third-party data services;
• payment processor fees, chargeback fees, banking fees, currency conversion fees, taxes, and transaction fees;
• rush work, custom code, custom integrations, data migration, reporting setup, technical repair, and specialty services.

8. No unlimited use unless stated in writing.

FulcrumIQ plans may include access to usage-based systems. Unless expressly stated in a signed written agreement, no FulcrumIQ service, AI agent, voice agent, SMS system, email system, CRM account, workflow system, communication channel, campaign, or platform feature should be interpreted as unlimited.

FulcrumIQ may apply included limits, fair-use rules, metering, throttling, prepaid balances, deposits, wallet requirements, overage billing, plan upgrades, feature restrictions, or temporary suspension to protect compliance, service quality, and cost control.

If usage exceeds the included plan allowance, the client is responsible for overage charges and any related third-party or pass-through fees.

9. A2P/10DLC, SMS, and messaging compliance costs.

FulcrumIQ may support messaging infrastructure, including SMS, MMS, A2P/10DLC, campaign registration, website policy alignment, consent language, opt-in forms, STOP/HELP language, and compliance preparation.

FulcrumIQ does not guarantee approval by carriers, SaaS platforms, messaging providers, registration bodies, app marketplaces, payment processors, advertising networks, or compliance reviewers. Approval may depend on the client’s legal name, website, business records, use case, industry, opt-in process, consent language, service offer, reputation, and information provided.

A2P/10DLC, carrier, messaging, and compliance-related fees are generally non-refundable once submitted, processed, reviewed, activated, used, or charged by a third party.

Where messaging is used, clients are responsible for lawful consent, accurate opt-in records, proper disclosures, message frequency expectations, STOP and HELP handling, and compliance with applicable laws, carrier rules, platform rules, and FulcrumIQ policies.

10. Third-party platforms and white-label infrastructure.

FulcrumIQ may provide services using third-party platforms and white-label infrastructure. These may include CRM, automation, AI, voice, SMS, email, websites, hosting, payments, analytics, booking tools, reputation systems, advertising tools, APIs, apps, and connected services.

Third-party platforms may have their own terms, pricing, limitations, refund rules, outage risks, compliance requirements, usage rules, and account restrictions. FulcrumIQ is not responsible for refunding vendor charges, platform fees, app fees, usage fees, carrier fees, or third-party costs unless FulcrumIQ expressly agrees in writing.

If a third-party platform changes pricing, carrier costs, AI costs, app fees, rules, compliance requirements, access rules, or service availability, FulcrumIQ may adjust pricing, pass through costs, require a plan change, restrict usage, or modify the service structure.

11. When a refund, credit, or billing correction may be considered.

FulcrumIQ may consider a refund, partial refund, service credit, or billing correction in limited cases, including:

• a verified duplicate charge;
• a verified billing error caused by FulcrumIQ;
• a service materially not delivered and not reasonably corrected after review;
• an eligible annual subscription request submitted within the first 14 calendar days, subject to this Policy;
• a specific refund promise made in a signed written agreement, approved proposal, or written FulcrumIQ billing confirmation.

FulcrumIQ may offer a service credit, additional support, correction, extended access, downgrade, paused billing period, or other reasonable remedy instead of a cash refund.

12. When refunds are generally not available.

Refunds are generally not available for:

• completed setup, onboarding, implementation, consulting, strategy, training, or custom work;
• monthly subscriptions after the billing period has started;
• renewal charges where cancellation was not completed before renewal;
• unused time, unused features, unused contacts, unused credits, or failure to log in;
• client delays, missing content, missing access, missing approvals, or lack of cooperation;
• change of mind, business closure, staffing changes, cash-flow issues, or internal business changes;
• third-party costs, carrier fees, app fees, phone numbers, SMS/MMS, AI usage, voice minutes, email usage, API calls, and pass-through charges;
• paid advertising spend, media spend, lead costs, list costs, data processing, and campaign costs;
• A2P/10DLC rejection, delay, review, suspension, or campaign limitation caused by third-party rules, client information, website issues, or consent issues;
• results-based dissatisfaction where FulcrumIQ provided the agreed infrastructure, access, work, or support;
• account suspension, prohibited use, spam activity, unlawful messaging, policy violations, abuse, or non-payment.

13. Business outcomes are not guaranteed.

FulcrumIQ installs business infrastructure designed to improve capture, response speed, follow-up, operational visibility, customer communication, review flow, and revenue protection.

However, business results may depend on the client’s market, offer, sales process, advertising budget, pricing, reputation, service quality, staff performance, follow-up discipline, compliance status, competition, list quality, website traffic, customer demand, and other factors outside FulcrumIQ’s control.

Unless expressly guaranteed in a signed written agreement, FulcrumIQ does not guarantee specific revenue, rankings, lead volume, bookings, approvals, conversion rates, cost savings, or business outcomes.

14. Chargebacks and payment disputes.

Clients should contact FulcrumIQ first to resolve billing questions or refund requests. If a client files a chargeback or payment dispute without allowing a reasonable review, FulcrumIQ may suspend access, pause work, restrict account activity, disable usage-based services, and provide documentation to the payment processor.

The client may be responsible for chargeback fees, unpaid invoices, collection costs, administrative costs, legal costs, and other amounts permitted by law or contract.

15. How to request a refund review.

To request a refund review, contact FulcrumIQ using the official support or billing channel provided during onboarding, or submit a request through the contact page.

Your request should include your business name, account email, invoice number, billing date, amount charged, reason for the request, and any supporting information.

FulcrumIQ will review the request and may respond with a correction, support path, service credit, partial refund decision, cancellation confirmation, or denial of the request.

16. Relationship to other FulcrumIQ policies.

This Refund Policy should be read together with FulcrumIQ’s Terms of Service, Privacy Policy, Cookie Policy, proposals, order forms, invoices, checkout terms, onboarding documents, service descriptions, and any signed agreements.

If there is a conflict between this Refund Policy and a signed written agreement between the client and FulcrumIQ, the signed written agreement controls to the extent of the conflict.

Nothing in this Policy is intended to limit rights that cannot legally be limited under applicable law. If a non-waivable law requires a refund, cancellation right, cooling-off period, disclosure, or remedy, FulcrumIQ will comply to the extent that law applies.